Vital CRM
How do I use company tags?

1. The system administrator needs to go to [Settings > Data [Company Tag]] to set up the tag.



2. [Tags Quick List] is shown on the left side of the page. Tags Quick List makes you search companies with specific tags faster



3. At the page of Company Details, you are able to search and remove the current tags of the company or attach tags through dragging.






4. At the page of company list, you can attach tags through dragging or checking.[Multiple tags], [One of tags] and [Tags Excluded] can be used search companies with multiple tags.

[Settings > Data [Company Tag]] to set up the tag. You are able to search and remove the current tags of the company or attach tags through dragging. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4041
What is the difference between Virtual tag vs. Actual tag?
Vital CRM版本 3
How do I replace incorrect tags with correct tag?
Vital CRM版本 2
Can tags be sorted?
Vital CRM版本 2
How do I create Tags?
Vital CRM版本 2
How can I import tags in batch?
Vital CRM版本 2
How can I remove tags on customers in batches?
Vital CRM版本 2
How can I add tags to "My Favourite Tags"
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How to edit the first-level tag with sub-tags under it?
Vital CRM版本 2
How to add/attach tags?
Vital CRM版本 2
Can marketing scripts be programmed to apply or remove tags at specified times?
Vital CRM版本 2